Advisor at LifeTyme Financial Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
LifeTyme Financial Advisors, LLC
Location
Williamston, SC
Credentials
Series 63, Series 65
Industry experience
< 1 year
Christian Pruitt is a financial advisor at LifeTyme Financial Advisors, LLC in Williamston, SC, holding Series 63 and Series 65 licenses. He has been in the industry since 2010, with prior experience at Core Financial Resources and Consolidated Planning. Pruitt is also involved in insurance sales and services through Wellington Capital Reserve. LifeTyme Financial Advisors provides fee-based advisory services primarily as a co-advisor on a third-party platform, serving individuals, high net worth clients, retirement plans, trusts, estates, and charitable organizations. The firm follows Matson Money’s modern-portfolio and efficient-market investment approach, focusing on asset-class mutual funds, periodic rebalancing, and target allocations.
Based on LifeTyme Financial Advisors, LLC
Based on LifeTyme Financial Advisors, LLC
$0 - $500,000: 0.99% annually $500,000 - $1,000,000: 0.99% annually $1,000,000 - $4,000,000: 0.99% annually $4,000,000+: 0.99% annually
Supervised persons may receive commissions from insurance product sales.
Fee-only: Annual fee based on assets under management up to 0.99% annually, negotiable based on amount of assets and model portfolio chosen.
Williamston, SC
South Carolina
LifeTyme Financial Advisors, LLC
2026 - Present (1 year)
Wellington Capital Reserve
2023 - Present (3 years)
UnEMPLOYED
2023 - 2023 (1 year)
Core Financial Resources
2016 - 2023 (7 years)
Consolidated Planning
2010 - 2016 (6 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
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Series 66
Simpsonville, SC
Upstate Financial Planning, LLC
CFP®, Series 63, Series 65
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Flourish Financial Life Planning
Series 66
Simsponville, SC
Highball Advisors
Series 63, Series 66
Simpsonville, SC
Bluestar Wealth Management
CFP®, Series 66
Simpsonville, SC
Clark Asset Management, LLC
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